See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,548 | $109,881-34.9% | $150,045-52.3% | $84,808-15.6% |
| Participation rate | 60.9% | 76.1%-15.2pp | 82.3%-21.5pp | 68.3%-7.4pp |
| Annual return | 19.56% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,882 | $3,561-47.2% | $4,693-59.9% | $2,631-28.5% |
| Participant deferral / active EE | $4,027 | $6,636-39.3% | $7,997-49.6% | $4,212-4.4% |
| Admin fee / account holder | $2,312 | $8,568-73.0% | $13,435-82.8% | $7,344-68.5% |